Center for Financial Planning’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65.3K | Sell |
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|
2025
Q2 | $79.3K | Hold |
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|
2025
Q1 | $73.6K | Hold |
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|
2024
Q4 | $74.8K | Hold |
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|
2024
Q3 | $75K | Hold |
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|
2024
Q2 | $66.5K | Hold |
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|
2024
Q1 | $62.1K | Hold |
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|
2023
Q4 | $61.7K | Hold |
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|
2023
Q3 | $50K | Hold |
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|
2023
Q2 | $54.9K | Hold |
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|
2023
Q1 | $48.4K | Sell |
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|
2022
Q4 | $55.4K | Sell |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $54K | Hold |
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $72K | Sell |
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|
2021
Q1 | $75K | Hold |
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|
2020
Q4 | $73K | Hold |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $78K | Hold |
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|
2020
Q1 | $60K | Sell |
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|
2019
Q4 | $83K | Buy |
|